Library

Articles

Library Documents
Overview of what library documents are, and instructions for how to add/edit document types and library card fields.
Connect Library Documents to Doc Codes or Cards
Instructions for attaching library documents to project cards (individually and in bulk).
Edit Library Cards
Instructions for editing library cards (individually and in bulk).
Review Expired Documents
Instructions for setting review schedules on library documents, ensuring they stay up-to-date.
Add Custom Library Fields
Instructions for adding additional library card fields and selecting which document type(s) they are available for.
Export / Import Instance Library
Instructions for transferring an existing collection of library documents into a new instance.